Sample: Assign a record to a new owner

Article
07/22/2016
Applies To: Dynamics CRM 2015
This sample code is for Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:
SampleCode\CS\GeneralProgramming\EarlyBound\Assign.cs
Requirements

This sample code requires that you have administrator rights to create a new user. For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.
Example

This sample shows how to assign an account to another user by using the AssignRequest message.

using System;
using System.ServiceModel;
using System.ServiceModel.Description;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// found in the SDK\bin folder
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Crm.Sdk.Messages; 
using Microsoft.Xrm.Sdk.Client;  

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// This Sample shows how to assign an account to another user.
    /// </summary>
    /// <remarks>
    /// Note: This sample expects another user to be present in 
    /// the current business unit other than the current credentials.
    /// </remarks>


    public class Assign
    {
        #region Class Level Members


        // Define the IDs needed for this sample.
        private Guid _accountId;   
        private Guid _myUserId;
        private Guid _otherUserId;



        // Declare the service proxy referring the CRUD
        private OrganizationServiceProxy _serviceProxy;
        private IOrganizationService _service;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Retrieves new owner's details and creates an account record.
        /// Assign the account to new owner.
        /// Optionally delete any entity records that were created for this sample.
        // </summary>
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptForDelete">When True, the user will be prompted to delete all
        /// created entities.</param>
        public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
        {
            try
            {

                // Connect to the Organization service. 
                // The using statement assures that the service proxy will be properly disposed.
                using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,
                                                                     serverConfig.Credentials, serverConfig.DeviceCredentials))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();

                    _service = (IOrganizationService)_serviceProxy;

                    // Call the method to create any data that this sample requires.
                    CreateRequiredRecords();

                    // Create the Request Object and Set the Request Object's Properties
                    AssignRequest assign = new AssignRequest
                        {
                            Assignee = new EntityReference(SystemUser.EntityLogicalName,
                                _otherUserId),
                            Target = new EntityReference(Account.EntityLogicalName,
                                _accountId)
                        };


                    // Execute the Request
                    _service.Execute(assign);

                    Console.WriteLine("The account is owned by new owner.");

                    DeleteRequiredRecords(promptForDelete);

                }
            }
            // Catch any service fault exceptions that Microsoft Dynamics CRM throws.
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
            {
                // You can handle an exception here or pass it back to the calling method.
                throw;
            }
        }


        /// <summary>
        /// This method creates any entity records that this sample requires.
        /// Retrieves the user details.
        /// Create an account record.
        /// </summary>
        public void CreateRequiredRecords()
        {
            WhoAmIRequest userRequest = new WhoAmIRequest();
            WhoAmIResponse user = (WhoAmIResponse)_service.Execute(userRequest);

            // Current user.
            _myUserId = user.UserId;

            // Query to retrieve other users.
            QueryExpression querySystemUser = new QueryExpression
            {
                EntityName = SystemUser.EntityLogicalName,
                ColumnSet = new ColumnSet(new String[] { "systemuserid", "fullname" }),
                Criteria = new FilterExpression()
            };

            querySystemUser.Criteria.AddCondition("businessunitid", 
                ConditionOperator.Equal, user.BusinessUnitId);
            querySystemUser.Criteria.AddCondition("systemuserid", 
                ConditionOperator.NotEqual, _myUserId);
            // Excluding SYSTEM user.
            querySystemUser.Criteria.AddCondition("lastname", 
                ConditionOperator.NotEqual, "SYSTEM");
            // Excluding INTEGRATION user.
            querySystemUser.Criteria.AddCondition("lastname", 
                ConditionOperator.NotEqual, "INTEGRATION");

            DataCollection<Entity> otherUsers = _service.RetrieveMultiple(
                querySystemUser).Entities;

            int count = _service.RetrieveMultiple(querySystemUser).Entities.Count;
            if ( count > 0)
            {
                _otherUserId = (Guid)otherUsers[count-1].Attributes["systemuserid"];

                Console.WriteLine("Retrieved new owner {0} for assignment.",
                    otherUsers[count - 1].Attributes["fullname"]);
            }
            else
            {
                throw new FaultException(
                    "No other user found in the current business unit for assignment.");
            }

            // Create an Account record 
            Account newAccount = new Account
            {
                Name = "Example Account"
            };

            _accountId = _service.Create(newAccount);
            Console.WriteLine("Created {0}", newAccount.Name);

            return;
        }

        /// <summary>
        /// Deletes any entity records that were created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user to delete 
        /// the records created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
        {
            bool deleteRecords = true;

            if (prompt)
            {
                Console.WriteLine("\nDo you want these entity records deleted? (y/n) [y]: ");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
            }

            if (deleteRecords)
            {
                _service.Delete(Account.EntityLogicalName, _accountId);
                Console.WriteLine("Entity records have been deleted.");
            }
        }

        #endregion How To Sample Code

        #region Main
        /// <summary>
        /// Standard Main() method used by most SDK samples.
        /// </summary>
        /// <param name="args"></param>
        static public void Main(string[] args)
        {
            try
            {
                // Obtain the target organization's Web address and client logon 
                // credentials from the user.
                ServerConnection serverConnect = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                Assign app = new Assign();
                app.Run(config, true);
            }
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
                Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
                Console.WriteLine("Message: {0}", ex.Detail.Message);
                Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
            }
            catch (System.TimeoutException ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Message: {0}", ex.Message);
                Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
            }
            catch (System.Exception ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine(ex.Message);

                // Display the details of the inner exception.
                if (ex.InnerException != null)
                {
                    Console.WriteLine(ex.InnerException.Message);

                    FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe 
                        = ex.InnerException 
                        as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
                    if (fe != null)
                    {
                        Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
                        Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
                        Console.WriteLine("Message: {0}", fe.Detail.Message);
                        Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
                        Console.WriteLine("Inner Fault: {0}",
                            null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
                    }
                }
            }
            // Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

            finally
            {
                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }

        }
        #endregion Main
    }
}
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Sample: Assign a record to a new owner

Requirements

Example

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